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1. Automated reconciliation of QBO with Bank Statement PDFs.2. Transaction memo generator (will email you if it needs more context)3. Automating Bank Feed Error finding and fixing4. Automated 1099 Compliance
1. Automatically reconcile all QBO transactions with Bank Statement PDFs.2. Transaction Memo Generator (which can also email you if it needs more context).3. Detecting QB Bank Feed Errors and Fixing it automatically.4. Automated 1099 ComplianceWhich One?
How can I set up Credit customer for customer?Can I set up different limit for each customer? Pleae let me know process to set up credit limit for customers
I desperately need help with emailing invoices from Quickbooks. I have been doing it with no problem for years, and suddenly last week when I tried to email a customer their invoice, after I was prompted to input my password, a notification popped up saying "Quickbooks is unable to send your emails." I have tried troubleshooting with no success. I ensured that my password was correct, I updated quickbooks, I checked in send forms to make sure my email settings were correct, and i uninstalled/reinstalled quickbooks. Please help! If I can't email invoices I can't bill the majority of my customers.
Hi, I would like to print out my estimates/invoices to show the bundled items. When I print estimates now, it just shows what the bundle is but it hides the contents of the bundle. how do I print an estimate to show the bundle and its contents for my team to assemble the correct bundle? Thank you
Hello, We noticed several weeks ago that our attachments (all attachments to bills/invoices/vendor profiles etc.) no longer will open in the QBO App. We get an window that pops up and says the following (note i removed some of the coding brackets so this would post)... "This XML file does not appear to have any style information associated with it. The document tree is shown below. DocumentErrorResponse xmlns="http://schema.intuit.com/platform/document/v2"codeINVALID_AUTHORIZATION/codetypeCLIENT/typemessageAuthorization header is missing/message/DocumentErrorResponse" We assumed it was some sort of bug from an update but it has been several weeks and not corrected itself. Can you help with how to fix this? The attachments seem to open in the browser web based QBO, but not in the APP which we all use.
Part-time employee, married filing jointly, not head of household, 3 child deductions is not not getting federal tax deductions. She wants them. What needs to be changed in the system to do this?
I am seeing an issue with multiple customers where their account balances/transactions are not updating after selecting Update within the app. When Update is clicked (or if it starts to auto-update), the end user receives the access code email although nothing is presented. When the update stops and the Verify info prompt comes up and they select it, a second access code email is received. The second code email allows them to run the update. After the update is finished, the account transaction data does NOT update and if the user clicks Update once more the same process occurs in a loop. I tested this with our test profile and come across the same exact issue. This issue started to occur this week. Has anyone else see this?
I have seen discussions about not being able to change the number of decimal places in QB Online reports, but have not see this particular issue be raised. For any report that has a % CHANGE column, the percent is set to two decimal places. It would be nice to change that. However, even more important is the fact that the result displayed is not the actual two decimal places, but rather two zeroes. For example, a Current vs. Prior report shows CY=$279 and PY=$162. The actual percent change to two decimal places is 72.22%; however, the result displayed in the % CHANGE column is 72.00%. This is wrong, as it is claiming precision to two decimal places (does anyone remember learning significant digits in their high school chemistry class?), but only displaying the result to the nearest rounded integer. So, QB should either allow us to change the number of decimal places to zero or fix the arithmetic so that the proper answer shows in that column.
How can I get a report that shows customer payments by product/service for a time period. For example if I want all customer payment by service/product category for October. Not what was billed but what was actually actually collected or paid that time period by product/service category?
Hello, greetings to the community.I am sharing the error I encounter when trying to save an invoice. Step by Step: 1. Create Invoices2. Slect Customers3. Select an estimate to invoice4.Save and New5. Ingnore all (3 windows) Result: Quickbooks is unable to complete this operation and needs to restart. Quickbooks will restart automatically.
Our Banking Reconciliation process runs excessively slow in a new test environment. We have found that the issue is only happening when a user accesses the company file over a mapped drive with the FQDN (fully qualified domain name). When mapping a drive with the ip address, the process runs normally. Has anyone experienced this, or a similar issue? Thanks in advance.
Freezing up. wait or close message after latest update.
Is there a way to automate a line item entry into each invoice? I am trying to add a line to each invoice that shows a credit card convenience fee without having to manually add to each invoice.
Hello I'm new to quickbooks and use it for our business. Our company is not US based, reason why we set it for our needs.A problem we face is that, since taxes are a percentage, all calculations end up with decimal values which we need to roundup to the absolute value of the transaction.Is there a way we can set that up?In advance, thanks a lot!!!aB
During migration from paycom to QBO I had an employee who completed working for me in 2023, but his paycheck was received in 2024. I am locked out of Paycom so I cannot retrieve his profile info. I am in contact with him and I do have his SSN & an old mailing address. He will not provide DOB, current mailing address, and another form of ID like TDL and exp date. It seem s QBO PTO will not proceed without his information. What can I do? I have many employees waiting on their corrected 2024 W2.
I need to customize a template. I need to itemize out products and services, and also provide a LENGTHY explanation of work done. The two lines in the notes field is nowhere sufficient enough. I need a paragraph box, at least. How can I customize the template?
We have a small engineering practice and use QuickBooks Online for general accounting and invoicing. Most of our projects are either fixed fee or are billed hourly with a fixed maximum fee. Is it possible to enter the fee into QuickBooks as a data field as opposed to simply adding as a note for the project? We want to be able to (quickly) check status of open projects to see how much fee remains to be invoiced on each one. It would be ideal if we could generate a report showing status of all projects. Is this possible? We are a small firm but do about 350 projects a year and at any give time may have 100-200 projects which are open, so manually checking the notes on each project is very time consuming. Thanks in advance!
Good morning. I am trying to do a password reset on my QB pro 2024.I press on the I forgot my password link and I get a pop up that says Quickbooks can't start password reset. Try again in sometime.It has been over three days now.How do I get passed this?Thank you
Intro: This is a question related to Time entry HOWEVER, I do not use the QB Time service. I just enter time records into standard QB Online. Question: Is it possible to change the default setting for the week displayed when entering time? See the screen shots below. When I go to enter a time record, QB defaults to Last Week. Since I want to enter current time records, I always have to change to This week. My question: Is there a way to set This week to be the default? I can't find a setting anywhere. It doesn't make sense for me to enter time for last week when I am working in this week. Best would be to have it default to the current date. I have searched for this answer and spent fruitless time on chat but can't get an answer. Many thanks.
I currently use a "Group" item in QuickBooks Desktop Manufacturing - Enterprise, with the do not print set, for quoting purposes. I'm trying to figure out if there is a way when I turn the estimate into a Sales Order that the lines previously not printing from the Group could be made to print on the Sales Order. For example I have a group set for quoting multiple items that go into making one part. When I print the Quote it only shows me a total for that Group on the Estimate, which is exactly what I want. When the customer places the order based on that Estimate I would like for the exact same items in the Group to show and print on the Sales Order so our works know what tasks are required to make that part. Is this possible? Thank you in advance for your help!
